TSFIX Mutual Fund

TSFIX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
-4.24%
3 Months
-2.43%
6 Months
+9.94%
YTD
+7.36%
1 Year
+10.40%
3 Years (annualized)
+11.98%
5 Years (annualized)
+8.75%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSFIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.36%
Peer Avg (YTD)
+10.34%
vs Peers
-2.98%

TSFIX Mutual Fund Performance

TSFIX performance across multiple time periods: 1-month -4.24%, YTD 7.36%, 1-year 10.40%, 3-year 11.98%, 5-year 8.75%, 10-year 9.21%.

TSFIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

TSFIX vs another fund shows side-by-side returns. TSFIX alternatives are available in the Mutual Fund Screener.